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Calculated Shard: 192 (from laksa100)

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curl -X POST \
  'http://laksa192.int.ahrefs:8124/' \
  -H 'Content-Type: text/plain' \
  -H 'X-ClickHouse-Database: crawler3' \
  -H 'Authorization: Basic YXBpOg==' \
  -d 'SELECT getAhrefsURLFromUnparsed(src_unparsed) AS found_url, ifNull(toUnixTimestamp(download_stamp), 0) AS crawl_time, ifNull(toUnixTimestamp(props_url_first_seen), 0) AS first_indexed_time, download_http_code AS http_code, src_unparsed AS src_unparsed, src_root_hash AS src_root_hash, history_drop_reason AS history_drop_reason, meta_title AS meta_title, meta_descriptions AS meta_descriptions, attrs_boilerpipe_text AS attrs_boilerpipe_text, attrs_markdown AS attrs_markdown, attrs_readable_markdown AS attrs_readable_markdown, meta_canonical AS meta_canonical FROM crawler3.page_info_local FINAL PREWHERE (src_root_hash, src_unparsed) IN ((getAhrefsRootHashFromUnparsed(getAhrefsUnparsedNoserviceFromURL(\'https://finance.yahoo.com/video/amd-intel-earnings-watch-220842333.html\')), getAhrefsUnparsedNoserviceFromURL(\'https://finance.yahoo.com/video/amd-intel-earnings-watch-220842333.html\'))) FORMAT JSONEachRow'

Response:

{"found_url":"https:\/\/finance.yahoo.com\/video\/amd-intel-earnings-watch-220842333.html","crawl_time":1769670487,"first_indexed_time":1730161787,"http_code":200,"src_unparsed":"com,yahoo!finance,\/video\/amd-intel-earnings-watch-220842333.html s443","src_root_hash":"3401813433841292792","history_drop_reason":null,"meta_title":"AMD & Intel earnings: What to watch","meta_descriptions":["Chip stocks are in focus, with Advanced Micro Devices (AMD) and Intel (INTC) set to report this week. Susquehanna International Group senior equity analyst of semiconductors Christopher Rolland says that for AMD, it's all about the MI300 series processors. \"People think that MI300 could double the size of the company overall. And so this is a very important kind of linchpin in that report.\" When it comes to Intel, Rolland is blunt. \"Expectations, I think, are low coming into this report. There's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. And then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they're increasingly trying to move over to their own. So maybe even gross margin could be a headwind,\" he tells Yahoo Finance. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Stephanie Mikulich."],"attrs_boilerpipe_text":"Chip stocks are in focus, with Advanced Micro Devices (\nAMD\n) and Intel (\nINTC\n) set to report this week.\nSusquehanna International Group senior equity analyst of semiconductors Christopher Rolland says that for AMD, it's all about the MI300 series processors. \"People think that MI300 could double the size of the company overall. And so this is a very important kind of linchpin in that report.\"\nWhen it comes to Intel, Rolland is blunt. \"Expectations, I think, are low coming into this report. There's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. And then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they're increasingly trying to move over to their own. So maybe even gross margin could be a headwind,\" he tells Yahoo Finance.\nTo watch more expert insights and analysis on the latest market action, check out more Market Domination\nhere\n.\nThis post was written by\nS\ntephanie Mikulich.\n00:00\nSpeaker A\nswitch gears. I want to talk about another name you cover that I know you like. AMD those earnings also on on deck. Top of mind for AMD investors Chris in this report, you know, is it client? Is it server? Or really, no, it's AI, is AI just top of mind still?\n00:24\nChris\nYeah, it's AI Josh. Everyone wants to know MI 300. How is how are orders going to progress for the rest of the year and looking into next year, what does that book look like? Is it filling out? What kind of year-on-year growth should we expect? I don't know if Lisa is going to give that number. I think she's going to shy away from giving that number, but people think that MI 300 could double the size of the company overall. Uh and so this is a very important kind of lynchpin uh in that report.\n01:19\nSpeaker A\nAnd Chris moving to another name you cover, also in the chip sector, of course, Intel, right? Intel has been stock's been beaten up pretty good this year, down over 50% now year to date. Fell pretty heavily on earnings last quarter. What are the expectations coming into this quarter and is most of the bad news in the Intel turnaround story perhaps maybe already out there?\n01:55\nChris\nYeah, well, I would say sentiment is low. Uh results have been low. Expectations, I think, are low coming into this report. Um there's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. Uh and then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they are increasingly trying to move over to their own. Uh so maybe even gross margin could be a headwind for Intel on this next report. These are all the things that investors are thinking about.\n03:08\nSpeaker A\nWhat about these reports we saw Chris Qualcomm kicking the tires on Intel? I mean, you cover both names. You know them you know them both so well. I mean, does that, would that make sense to you strategically?\n03:34\nChris\nIt would, although I would say Qualcomm probably has very little to no interest in the manufacturing operations of Intel, the foundry strategy. Intel would probably find a way to cleave off that part of their business and just sell the design business to Qualcomm. But truthfully, you know, I really don't see how this is going to happen from a regulatory approval. Um you know, I I I would put the odds very low of of such a deal.\nMSG_NO_NEWS","attrs_markdown":"SOMETHING\\_WENT\\_WRONG\n\n[SKIP\\_TO\\_NAVIGATION](https:\/\/finance.yahoo.com\/video\/amd-intel-earnings-watch-220842333.html#ybar-navigation)  [SKIP\\_NAVIGATION](https:\/\/finance.yahoo.com\/video\/amd-intel-earnings-watch-220842333.html#nimbus-app)  [SKIP\\_DOCK](https:\/\/finance.yahoo.com\/video\/amd-intel-earnings-watch-220842333.html#right-rail)\n\n...\n\n[UPGRADE\\_TO\\_PREMIUM](https:\/\/finance.yahoo.com\/about\/plans\/select-plan\/?.done=https%3A%2F%2Ffinance.yahoo.com%2Fvideo%2Famd-intel-earnings-watch-220842333.html&ncid=_1088_DCM-PARTNER_NATIVE_US_NoTargeting_HeaderEyebrow_YahooFinanceUsers___RightRail_Header-UpgradetoPaidSubscriptionButton__N_)\n\n[![Yahoo Finance Video](https:\/\/s.yimg.com\/ny\/api\/res\/1.2\/nt5dGx4HiuaxJyO1G5ipxw--\/YXBwaWQ9aGlnaGxhbmRlcjt3PTIzMjtoPTQ4\/https:\/\/s.yimg.com\/os\/creatr-uploaded-images\/2020-12\/02246f50-3412-11eb-bfdd-de89f8b3b8b8)](https:\/\/finance.yahoo.com\/ \"Yahoo Finance Video\")\n\n# AMD & Intel earnings: What to watch\n\n[Josh Lipton](https:\/\/finance.yahoo.com\/author\/josh-lipton)  · Host\n\nOctober 28, 2024\n\nIN\\_THIS\\_VIDEO:\n\nChip stocks are in focus, with Advanced Micro Devices ([AMD](https:\/\/finance.yahoo.com\/quote\/AMD)) and Intel ([INTC](https:\/\/finance.yahoo.com\/quote\/INTC)) set to report this week.\n\nSusquehanna International Group senior equity analyst of semiconductors Christopher Rolland says that for AMD, it's all about the MI300 series processors. \"People think that MI300 could double the size of the company overall. And so this is a very important kind of linchpin in that report.\"\n\nWhen it comes to Intel, Rolland is blunt. \"Expectations, I think, are low coming into this report. There's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. And then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they're increasingly trying to move over to their own. So maybe even gross margin could be a headwind,\" he tells Yahoo Finance.\n\nTo watch more expert insights and analysis on the latest market action, check out more Market Domination [here](https:\/\/finance.yahoo.com\/videos\/series\/market-domination\/).\n\n*This post was written by* [*S*](https:\/\/www.yahoo.com\/author\/luke-carberry-mogan\/)*tephanie Mikulich.*\n\nVIDEO\\_TRANSCRIPT\n\n00:00 Speaker A\n\nswitch gears. I want to talk about another name you cover that I know you like. AMD those earnings also on on deck. Top of mind for AMD investors Chris in this report, you know, is it client? Is it server? Or really, no, it's AI, is AI just top of mind still?\n\n00:24 Chris\n\nYeah, it's AI Josh. Everyone wants to know MI 300. How is how are orders going to progress for the rest of the year and looking into next year, what does that book look like? Is it filling out? What kind of year-on-year growth should we expect? I don't know if Lisa is going to give that number. I think she's going to shy away from giving that number, but people think that MI 300 could double the size of the company overall. Uh and so this is a very important kind of lynchpin uh in that report.\n\n01:19 Speaker A\n\nAnd Chris moving to another name you cover, also in the chip sector, of course, Intel, right? Intel has been stock's been beaten up pretty good this year, down over 50% now year to date. Fell pretty heavily on earnings last quarter. What are the expectations coming into this quarter and is most of the bad news in the Intel turnaround story perhaps maybe already out there?\n\n01:55 Chris\n\nYeah, well, I would say sentiment is low. Uh results have been low. Expectations, I think, are low coming into this report. Um there's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. Uh and then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they are increasingly trying to move over to their own. Uh so maybe even gross margin could be a headwind for Intel on this next report. These are all the things that investors are thinking about.\n\n03:08 Speaker A\n\nWhat about these reports we saw Chris Qualcomm kicking the tires on Intel? I mean, you cover both names. You know them you know them both so well. I mean, does that, would that make sense to you strategically?\n\n03:34 Chris\n\nIt would, although I would say Qualcomm probably has very little to no interest in the manufacturing operations of Intel, the foundry strategy. Intel would probably find a way to cleave off that part of their business and just sell the design business to Qualcomm. But truthfully, you know, I really don't see how this is going to happen from a regulatory approval. Um you know, I I I would put the odds very low of of such a deal.\n\n[TERMS](https:\/\/guce.yahoo.com\/terms?locale=en-US)  AND [PRIVACY\\_POLICY](https:\/\/guce.yahoo.com\/privacy-policy?locale=en-US)\n\n[Privacy & Cookie Settings](https:\/\/guce.yahoo.com\/privacy-settings?locale=en-US)\n\n[More Info](https:\/\/finance.yahoo.com\/more-info)\n## RECOMMENDED\\_STORIES\n\nCOPYRIGHT\n\nABOUT\n\n[DISCLAIMER](https:\/\/help.yahoo.com\/kb\/finance-for-web\/SLN2310.html?locale=en_US) [HELP](https:\/\/help.yahoo.com\/kb\/finance-for-web) [FEEDBACK](https:\/\/yahoo.uservoice.com\/forums\/952723-finance-b3) [SITEMAP](https:\/\/finance.yahoo.com\/sitemap\/) [WHATS\\_NEW](https:\/\/finance.yahoo.com\/about\/whatsnew\/) [ABOUT\\_OUR\\_ADS](https:\/\/policies.oath.com\/us\/en\/oath\/privacy\/adinfo\/index.html)  [PREMIUM\\_PLANS](https:\/\/finance.yahoo.com\/about\/plans\/)\n\n[TERMS](https:\/\/guce.yahoo.com\/terms?locale=en-US)  AND [PRIVACY\\_POLICY](https:\/\/guce.yahoo.com\/privacy-policy?locale=en-US)\n\n[Privacy & Cookie Settings](https:\/\/guce.yahoo.com\/privacy-settings?locale=en-US)\n\n[More Info](https:\/\/finance.yahoo.com\/more-info)\n\n- U.S. markets open in 7h 22m\n  \n  US\n  \n  EUROPE\n  \n  ASIA\n  \n  CRYPTOCURRENCIES\n  \n  RATES\n  \n  COMMODITIES\n  \n  CURRENCIES\n  \n  - 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[CVNA Carvana Co. 410.04 -67.68 (-14.17%)](https:\/\/finance.yahoo.com\/quote\/CVNA\/)\n  - [CNXC Concentrix Corporation 36.32 -5.29 (-12.71%)](https:\/\/finance.yahoo.com\/quote\/CNXC\/)\n  - [TLK Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk 20.51 -2.92 (-12.46%)](https:\/\/finance.yahoo.com\/quote\/TLK\/)\n  - [APH Amphenol Corporation 145.96 -20.29 (-12.20%)](https:\/\/finance.yahoo.com\/quote\/APH\/)\n  - [BMI Badger Meter, Inc. 146.32 -18.09 (-11.00%)](https:\/\/finance.yahoo.com\/quote\/BMI\/)\n- [MOST\\_ACTIVES\\_MODULE](https:\/\/finance.yahoo.com\/most-active\/)\n  \n  - [INTC Intel Corporation 48.78 +4.85 (+11.04%)](https:\/\/finance.yahoo.com\/quote\/INTC\/)\n  - [NVDA NVIDIA Corporation 191.52 +3.00 (+1.59%)](https:\/\/finance.yahoo.com\/quote\/NVDA\/)\n  - [PLUG Plug Power Inc. 2.4500 +0.0400 (+1.66%)](https:\/\/finance.yahoo.com\/quote\/PLUG\/)\n  - [ONDS Ondas Inc. 12.27 +0.01 (+0.08%)](https:\/\/finance.yahoo.com\/quote\/ONDS\/)\n  - [BBAI BigBear.ai Holdings, Inc. 6.01 -0.15 (-2.44%)](https:\/\/finance.yahoo.com\/quote\/BBAI\/)\n- [TOP\\_ECONOMIC\\_EVENTS](https:\/\/finance.yahoo.com\/calendar\/economic)\n  \n  [TOP\\_ECONOMIC\\_EVENTS](https:\/\/finance.yahoo.com\/calendar\/economic)\n  \n  ![](https:\/\/s.yimg.com\/cv\/apiv2\/flags\/ca.svg) Canada\n  \n  MODULE\\_CALENDAR\\_EMPTY\\_MSG\n  \n  [MODULE\\_CALENDAR\\_ALL\\_EVENTS\\_MSG](https:\/\/finance.yahoo.com\/calendar\/economic)\n- [TOP\\_EARNINGS\\_EVENTS](https:\/\/finance.yahoo.com\/calendar\/earnings?day=2026-01-29)\n  \n  MY\\_EARNINGS\\_EVENTS\n  \n  TOP\\_EARNINGS\\_EVENTS\n\nEDIT\\_DOCK\n\n[TERMS](https:\/\/guce.yahoo.com\/terms?locale=en-US)  AND [PRIVACY\\_POLICY](https:\/\/guce.yahoo.com\/privacy-policy?locale=en-US)\n\n[Privacy & Cookie Settings](https:\/\/guce.yahoo.com\/privacy-settings?locale=en-US)\n\n[AD\\_TERMS](https:\/\/policies.oath.com\/us\/en\/oath\/privacy\/adinfo\/index.html)  [FEEDBACK](https:\/\/yahoo.uservoice.com\/forums\/952723-finance-b3)  [More Info](https:\/\/finance.yahoo.com\/more-info)","attrs_readable_markdown":"Chip stocks are in focus, with Advanced Micro Devices ([AMD](https:\/\/finance.yahoo.com\/quote\/AMD)) and Intel ([INTC](https:\/\/finance.yahoo.com\/quote\/INTC)) set to report this week.\n\nSusquehanna International Group senior equity analyst of semiconductors Christopher Rolland says that for AMD, it's all about the MI300 series processors. \"People think that MI300 could double the size of the company overall. And so this is a very important kind of linchpin in that report.\"\n\nWhen it comes to Intel, Rolland is blunt. \"Expectations, I think, are low coming into this report. There's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. And then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they're increasingly trying to move over to their own. So maybe even gross margin could be a headwind,\" he tells Yahoo Finance.\n\nTo watch more expert insights and analysis on the latest market action, check out more Market Domination [here](https:\/\/finance.yahoo.com\/videos\/series\/market-domination\/).\n\n*This post was written by* [*S*](https:\/\/www.yahoo.com\/author\/luke-carberry-mogan\/)*tephanie Mikulich.*\n\n00:00 Speaker A\n\nswitch gears. I want to talk about another name you cover that I know you like. AMD those earnings also on on deck. Top of mind for AMD investors Chris in this report, you know, is it client? Is it server? Or really, no, it's AI, is AI just top of mind still?\n\n00:24 Chris\n\nYeah, it's AI Josh. Everyone wants to know MI 300. How is how are orders going to progress for the rest of the year and looking into next year, what does that book look like? Is it filling out? What kind of year-on-year growth should we expect? I don't know if Lisa is going to give that number. I think she's going to shy away from giving that number, but people think that MI 300 could double the size of the company overall. Uh and so this is a very important kind of lynchpin uh in that report.\n\n01:19 Speaker A\n\nAnd Chris moving to another name you cover, also in the chip sector, of course, Intel, right? Intel has been stock's been beaten up pretty good this year, down over 50% now year to date. Fell pretty heavily on earnings last quarter. What are the expectations coming into this quarter and is most of the bad news in the Intel turnaround story perhaps maybe already out there?\n\n01:55 Chris\n\nYeah, well, I would say sentiment is low. Uh results have been low. Expectations, I think, are low coming into this report. Um there's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. Uh and then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they are increasingly trying to move over to their own. Uh so maybe even gross margin could be a headwind for Intel on this next report. These are all the things that investors are thinking about.\n\n03:08 Speaker A\n\nWhat about these reports we saw Chris Qualcomm kicking the tires on Intel? I mean, you cover both names. You know them you know them both so well. I mean, does that, would that make sense to you strategically?\n\n03:34 Chris\n\nIt would, although I would say Qualcomm probably has very little to no interest in the manufacturing operations of Intel, the foundry strategy. Intel would probably find a way to cleave off that part of their business and just sell the design business to Qualcomm. But truthfully, you know, I really don't see how this is going to happen from a regulatory approval. Um you know, I I I would put the odds very low of of such a deal.","meta_canonical":null}

3. Robots.txt Check

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5. Seen Status Check

ℹ️ Skipped - page is already crawled

📄

INDEXABLE

✅

CRAWLED

2 months ago

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Filter	Status	Condition	Details
HTTP status	PASS	`download_http_code = 200`	HTTP 200
Age cutoff	PASS	`download_stamp > now() - 6 MONTH`	2.3 months ago (distributed domain, exempt)
History drop	PASS	`isNull(history_drop_reason)`	No drop reason
Spam/ban	PASS	`fh_dont_index != 1 AND ml_spam_score = 0`	ml_spam_score=0
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URL	https://finance.yahoo.com/video/amd-intel-earnings-watch-220842333.html
Last Crawled	2026-01-29 07:08:07 (2 months ago)
First Indexed	2024-10-29 00:29:47 (1 year ago)
HTTP Status Code	200
Meta Title	AMD & Intel earnings: What to watch
Meta Description	Chip stocks are in focus, with Advanced Micro Devices (AMD) and Intel (INTC) set to report this week. Susquehanna International Group senior equity analyst of semiconductors Christopher Rolland says that for AMD, it's all about the MI300 series processors. "People think that MI300 could double the size of the company overall. And so this is a very important kind of linchpin in that report." When it comes to Intel, Rolland is blunt. "Expectations, I think, are low coming into this report. There's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. And then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they're increasingly trying to move over to their own. So maybe even gross margin could be a headwind," he tells Yahoo Finance. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Stephanie Mikulich.
Meta Canonical	null
Boilerpipe Text	Chip stocks are in focus, with Advanced Micro Devices ( AMD ) and Intel ( INTC ) set to report this week. Susquehanna International Group senior equity analyst of semiconductors Christopher Rolland says that for AMD, it's all about the MI300 series processors. "People think that MI300 could double the size of the company overall. And so this is a very important kind of linchpin in that report." When it comes to Intel, Rolland is blunt. "Expectations, I think, are low coming into this report. There's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. And then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they're increasingly trying to move over to their own. So maybe even gross margin could be a headwind," he tells Yahoo Finance. To watch more expert insights and analysis on the latest market action, check out more Market Domination here . This post was written by S tephanie Mikulich. 00:00 Speaker A switch gears. I want to talk about another name you cover that I know you like. AMD those earnings also on on deck. Top of mind for AMD investors Chris in this report, you know, is it client? Is it server? Or really, no, it's AI, is AI just top of mind still? 00:24 Chris Yeah, it's AI Josh. Everyone wants to know MI 300. How is how are orders going to progress for the rest of the year and looking into next year, what does that book look like? Is it filling out? What kind of year-on-year growth should we expect? I don't know if Lisa is going to give that number. I think she's going to shy away from giving that number, but people think that MI 300 could double the size of the company overall. Uh and so this is a very important kind of lynchpin uh in that report. 01:19 Speaker A And Chris moving to another name you cover, also in the chip sector, of course, Intel, right? Intel has been stock's been beaten up pretty good this year, down over 50% now year to date. Fell pretty heavily on earnings last quarter. What are the expectations coming into this quarter and is most of the bad news in the Intel turnaround story perhaps maybe already out there? 01:55 Chris Yeah, well, I would say sentiment is low. Uh results have been low. Expectations, I think, are low coming into this report. Um there's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. Uh and then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they are increasingly trying to move over to their own. Uh so maybe even gross margin could be a headwind for Intel on this next report. These are all the things that investors are thinking about. 03:08 Speaker A What about these reports we saw Chris Qualcomm kicking the tires on Intel? I mean, you cover both names. You know them you know them both so well. I mean, does that, would that make sense to you strategically? 03:34 Chris It would, although I would say Qualcomm probably has very little to no interest in the manufacturing operations of Intel, the foundry strategy. Intel would probably find a way to cleave off that part of their business and just sell the design business to Qualcomm. But truthfully, you know, I really don't see how this is going to happen from a regulatory approval. Um you know, I I I would put the odds very low of of such a deal. MSG_NO_NEWS
Markdown	SOMETHING\_WENT\_WRONG [SKIP\_TO\_NAVIGATION](https://finance.yahoo.com/video/amd-intel-earnings-watch-220842333.html#ybar-navigation) [SKIP\_NAVIGATION](https://finance.yahoo.com/video/amd-intel-earnings-watch-220842333.html#nimbus-app) [SKIP\_DOCK](https://finance.yahoo.com/video/amd-intel-earnings-watch-220842333.html#right-rail) ... 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Susquehanna International Group senior equity analyst of semiconductors Christopher Rolland says that for AMD, it's all about the MI300 series processors. "People think that MI300 could double the size of the company overall. And so this is a very important kind of linchpin in that report." When it comes to Intel, Rolland is blunt. "Expectations, I think, are low coming into this report. There's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. And then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they're increasingly trying to move over to their own. So maybe even gross margin could be a headwind," he tells Yahoo Finance. To watch more expert insights and analysis on the latest market action, check out more Market Domination [here](https://finance.yahoo.com/videos/series/market-domination/). This post was written by [S](https://www.yahoo.com/author/luke-carberry-mogan/)tephanie Mikulich. VIDEO\_TRANSCRIPT 00:00 Speaker A switch gears. I want to talk about another name you cover that I know you like. AMD those earnings also on on deck. Top of mind for AMD investors Chris in this report, you know, is it client? Is it server? Or really, no, it's AI, is AI just top of mind still? 00:24 Chris Yeah, it's AI Josh. Everyone wants to know MI 300. How is how are orders going to progress for the rest of the year and looking into next year, what does that book look like? Is it filling out? What kind of year-on-year growth should we expect? I don't know if Lisa is going to give that number. I think she's going to shy away from giving that number, but people think that MI 300 could double the size of the company overall. Uh and so this is a very important kind of lynchpin uh in that report. 01:19 Speaker A And Chris moving to another name you cover, also in the chip sector, of course, Intel, right? Intel has been stock's been beaten up pretty good this year, down over 50% now year to date. Fell pretty heavily on earnings last quarter. What are the expectations coming into this quarter and is most of the bad news in the Intel turnaround story perhaps maybe already out there? 01:55 Chris Yeah, well, I would say sentiment is low. Uh results have been low. Expectations, I think, are low coming into this report. Um there's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. Uh and then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they are increasingly trying to move over to their own. Uh so maybe even gross margin could be a headwind for Intel on this next report. These are all the things that investors are thinking about. 03:08 Speaker A What about these reports we saw Chris Qualcomm kicking the tires on Intel? I mean, you cover both names. You know them you know them both so well. I mean, does that, would that make sense to you strategically? 03:34 Chris It would, although I would say Qualcomm probably has very little to no interest in the manufacturing operations of Intel, the foundry strategy. Intel would probably find a way to cleave off that part of their business and just sell the design business to Qualcomm. But truthfully, you know, I really don't see how this is going to happen from a regulatory approval. Um you know, I I I would put the odds very low of of such a deal. 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Readable Markdown	Chip stocks are in focus, with Advanced Micro Devices ([AMD](https://finance.yahoo.com/quote/AMD)) and Intel ([INTC](https://finance.yahoo.com/quote/INTC)) set to report this week. Susquehanna International Group senior equity analyst of semiconductors Christopher Rolland says that for AMD, it's all about the MI300 series processors. "People think that MI300 could double the size of the company overall. And so this is a very important kind of linchpin in that report." When it comes to Intel, Rolland is blunt. "Expectations, I think, are low coming into this report. There's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. And then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they're increasingly trying to move over to their own. So maybe even gross margin could be a headwind," he tells Yahoo Finance. To watch more expert insights and analysis on the latest market action, check out more Market Domination [here](https://finance.yahoo.com/videos/series/market-domination/). This post was written by [S](https://www.yahoo.com/author/luke-carberry-mogan/)tephanie Mikulich. 00:00 Speaker A switch gears. I want to talk about another name you cover that I know you like. AMD those earnings also on on deck. Top of mind for AMD investors Chris in this report, you know, is it client? Is it server? Or really, no, it's AI, is AI just top of mind still? 00:24 Chris Yeah, it's AI Josh. Everyone wants to know MI 300. How is how are orders going to progress for the rest of the year and looking into next year, what does that book look like? Is it filling out? What kind of year-on-year growth should we expect? I don't know if Lisa is going to give that number. I think she's going to shy away from giving that number, but people think that MI 300 could double the size of the company overall. Uh and so this is a very important kind of lynchpin uh in that report. 01:19 Speaker A And Chris moving to another name you cover, also in the chip sector, of course, Intel, right? Intel has been stock's been beaten up pretty good this year, down over 50% now year to date. Fell pretty heavily on earnings last quarter. What are the expectations coming into this quarter and is most of the bad news in the Intel turnaround story perhaps maybe already out there? 01:55 Chris Yeah, well, I would say sentiment is low. Uh results have been low. Expectations, I think, are low coming into this report. Um there's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. Uh and then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they are increasingly trying to move over to their own. Uh so maybe even gross margin could be a headwind for Intel on this next report. These are all the things that investors are thinking about. 03:08 Speaker A What about these reports we saw Chris Qualcomm kicking the tires on Intel? I mean, you cover both names. You know them you know them both so well. I mean, does that, would that make sense to you strategically? 03:34 Chris It would, although I would say Qualcomm probably has very little to no interest in the manufacturing operations of Intel, the foundry strategy. Intel would probably find a way to cleave off that part of their business and just sell the design business to Qualcomm. But truthfully, you know, I really don't see how this is going to happen from a regulatory approval. Um you know, I I I would put the odds very low of of such a deal.
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